M. Pattabiraman's Blog, page 275

ICICI Prudential Balanced Advantage Fund : Performance With Low Volatility

This is a performance review  (with video) of ICICI Prudential Balanced Advantage Fund ( I Pru Bal Adv) against broad market benchmarks like Nifty, Nifty 100 and 200 and composite benchmarks. I Pru...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Are we now in a bear market? Market Analysis (October 2018)

Are we now in a bear market? Can we get an idea using long-term technical indicators? In my opinion, there are two robust ways to time the market for lowering investment risk: either use technical...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Why Aggressive Hybrid (balanced) Mutual Funds score over diversified funds

One of the most common investor mistakes is to assume that higher the equity in the portfolio, higher the reward. Studying balanced mutual funds or aggressive hybrid mutual fund will tell you that...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

List of funds that have consistently beat benchmarks with good downside protection

Here is a list of funds (October 2018) that have consistently beat benchmarks with good downside protection (funds that fell less than the index. The results are derived from the freefincal monthly...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

What are mutual fund star ratings (in plain English)?

This is a simple, non-technical description of what are mutual fund star ratings and how they are calculated with the help of an analogy – employee performance appraisal. This is meant for...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

What can we learn from funds that fell the most (& least) this market fall

The fall in the markets over the last few weeks gives us a small window of opportunity to learn about risk in mutual funds. In this post, I list the funds and fund categories that fell the most and...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Part 3 of MF FAQ: 20 Basic Questions on mutual funds answered

I am trying to create an e-book with 100+ basic questions and answered for new mutual fund investors and publishing them in parts first as individual articles so that they can be compiled easily...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Lazy Investing: Stock Test Portfolio October 2018

Readers may be aware that from June 2018, I have started testing five stock portfolios based on NSE indices.  Their current status is reported in this post. Three of them are based on smart beta...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Should I Stop My Mutual Fund SIPs? Market is falling every day!

So all it took was just a few days of southbound market movement for questions like, “Should I Stop My Mutual Fund SIPs? Market is falling every day!” to start! Yesterday, I saw five such...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

What is the best date to start a mutual fund SIP? Results from 4000+ 10 Year SIP Returns!

One of the common newbie questions regarding mutual fund SIPs is: What is the best date to start a mutual fund SIP? Nothing wrong with the question, but as in most cases, the answers are often wrong....

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}